Newsroom, latest news, stories & activities - Jane Smith Financial Planning

10 amazing experiences of a lifetime to give your retirement a boost

by Jane Smith • Tuesday, 13th December 2022 • Blog posts

According to research by Royal London, the key to a happy retirement is filling your life with experiences, not increasing material wealth. The pension provider found that nearly three-quarters (72%) of those aged 55 or more are experience-focused, favouring holidays or days out over possessions such as… Read More

6 clever financial new year resolutions to make you savvier with your money

by Jane Smith • Tuesday, 13th December 2022 • Blog posts

As we approach 2023, the UK’s spending watchdog has made some unwelcome predictions for the coming year, the Guardian has reported. According to the article, the Office for Budget Responsibility (OBR) has said that Britain will be ending 2022 in a recession, and that households could face… Read More

3 powerful ways a financial planner can help you find authentic ESG funds

by Jane Smith • Tuesday, 13th December 2022 • Blog posts

In November, world leaders met at Sharm el-Sheikh for the United Nations Climate Change Conference (COP27). The event brought world leaders and experts together to deal with mankind’s environmental impact on the planet. While there were some positives, the Guardian reveals that it was widely judged as… Read More

7 wonderful Christmas markets in Bucks to get you in the festive mood

by Jane Smith • Monday, 14th November 2022 • Blog posts

While it might be hard to believe, the festive season is approaching again. As temperatures drop, you might be looking for ways to brighten up the long dark nights and winter weather. One way could be to enjoy the many Christmas markets that are happening in Buckinghamshire in 2022, which… Read More

5 positive reasons to work with a trusted financial planner

by Jane Smith • Monday, 14th November 2022 • Blog posts

According to FTAdviser, the Financial Services Compensation Scheme (FSCS) has revealed that 78% of the claims it deals with have an element of poor financial advice. The organisation’s chief executive, Caroline Rainbird, explained that while the “vast majority” of financial advisers provided high standards and an important… Read More

How to ensure your pension contributions provide the retirement you want

by Jane Smith • Monday, 14th November 2022 • Blog posts

How do you see your retirement when you finish work? Is it one filled with holidays and weekends away, or plenty of time relaxing in the garden and spending time with family? Whichever lifestyle you want, an article by MoneyAge may provide food for thought for many… Read More

10 clever ways to ensure your home is as energy-efficient as possible

by Jane Smith • Friday, 21st October 2022 • Blog posts

Just as temperatures have started to drop and the nights are becoming longer, most households have seen their energy bills rise significantly. While the increase is less than had previously been feared thanks to the government’s interim energy price guarantee,… Read More

3 powerful reasons to create an intergenerational wealth plan today

by Jane Smith • Friday, 21st October 2022 • Blog posts

While thinking of one’s mortality is never easy, if you’re over 55 you may be considering how best to leave your wealth to family and friends. If so, you might be interested in research by Aviva, which suggests that many in this age group would rather give… Read More

4 important ways a fall in the pound could affect your wealth

by Jane Smith • Friday, 21st October 2022 • Blog posts

If ever there was an example of the “law of unintended consequences”, it was chancellor Kwasi Kwarteng’s mini-Budget with its sweeping tax cuts. While its aim was to stimulate economic growth, concerns about how the government would pay for the cuts spooked the markets. In the wake of the… Read More

10 great ways to boost your mood at work

by Jo Lambert • Thursday, 22nd September 2022 • Blog posts

Do you look forward to Friday afternoons and dread Monday mornings, or do you jump out of bed during the working week eager to start your day? If it’s the latter it’s likely you are happy at work, which means that an article by… Read More

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Updates

Keeping you in the loop

10 amazing experiences of a lifetime to give your retirement a boost

6 clever financial new year resolutions to make you savvier with your money

3 powerful ways a financial planner can help you find authentic ESG funds

7 wonderful Christmas markets in Bucks to get you in the festive mood

5 positive reasons to work with a trusted financial planner

How to ensure your pension contributions provide the retirement you want

10 clever ways to ensure your home is as energy-efficient as possible

3 powerful reasons to create an intergenerational wealth plan today

4 important ways a fall in the pound could affect your wealth

10 great ways to boost your mood at work

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